Tasks, which describe something that needs to be done) form the basic building block for a plan. As it happens, creating the plan involved creating tasks based on the existing to-do list. We have used an Office 365 Group as the basis for collaboration since we started the project, so it seemed natural to use Planner as a more structured way of outlining and tracking the many tasks that go into the production of the book alongside the group library that holds the source documents and the shared OneNote notebook that records the “to-do” list and other information about the book. As a hopefully realistic example, I’ll describe how I set up the tasks involved in coordinating the creation of the “Office 365 for Exchange Professionals” eBook. To work with a plan, you click the icon for an existing group or create a new plan. Likewise, if you mark a plan as a favorite, it shows up as a favorite group within Outlook Web App and Outlook 2016. The “My tasks” link displays tasks assigned to the user from all plans.Īny Office 365 Group that you’ve marked as a favorite shows up as a favorite plan. Figure 1 shows how the Hub displays Office 365 Groups as Plans, with those marked as favorites being featured. However, an Office 365 Group can exist within a plan but a plan can’t exist without an Office 365 Group. Put another way, a 1:1 relationship exists between plans and groups. Every Office 365 Group has a corresponding plan and a plan can only be associated with a single group. It’s not currently possible to access Planner from the Outlook 2016 integration with Office 365 Groups or from the Outlook Groups mobile app.Īll routes lead to the Planner Hub (Figure 2), where you’ll find that all of the existing Office 365 Groups in a tenant show up as “Plans”. Microsoft is currently refreshing the Office 365 Groups user interface within Outlook Web App (OWA) and you’ll be able to access the plan associated with a group from there too. Clicking on the Planner icon in the Office 365 app launcher.Planning basicsĪssuming you have an appropriate license, you can access Planner application with your normal Office 365 credentials by: Planner is now available in preview to Office 365 First Release tenants who have licensed eligible enterprise plans (see Microsoft’s blog post for details). The “Highlander” project was originally supposed to appear in mid-2015 but was held back to improve and refine its feature set. Planner has been in development for a long time (in cloud terms). It might be in competition with Excel, because that’s a tool long used for basic project and task management. Trello has been around for a while and the two applications share many visual similarities, but the big selling point for Planner is its integration into Office 365. In terms of other competition, Planner needs to look no further than its big brother, Project Online, SharePoint, as well as third-party offerings for Office 365 task management, like ActionSpace or Tasks In A Box. You can think of Planner as Microsoft’s version of the Trello application. The feeling that Office 365 Groups are top priority for Microsoft is deepened by the recent worldwide availability to Office 365 enterprise tenants of Planner, a lightweight task-oriented planning application that is tightly linked to Office 365 Groups. The pace of development for Office 365 Groups is impressive and illustrates where Microsoft’s current focus for team collaborative working is, all of which has thrown some doubt over Yammer, the “other” collaboration platform available to Office 365 tenants.
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Since then, Groups have received a steady flow of enhancements ranging from the essential-for-adoption ( Outlook 2016 support), interesting-and-useful ( apps for iOS, Android, and Windows Mobile and connectors to harvest information from cloud data sources), to the not-so-good (the flawed integration with Power BI).
Microsoft released Office 365 Groups as a new approach to team-based collaboration in October 2014.
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